Automation to copy Update containing certain words into a text column

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Our org has us assemble weekly status that gets rolled up through different levels of the org. I am trying to use to figure out how to make assembling this process easier. Where I’m struggling is which field to have the team put their status update. I really want it to be a rich text field, but that doesn’t exist as a column, so I’m leaning towards using Updates. The downside there is Updates are more difficult to extract and can be complicated by update replies and other updates that are not weekly status related.

I’m aware of the automation that can create an Update triggered by the contents of a text column, but I haven’t seen a way to do that in reverse, pasting the contents of an Update (ideally, containing certain words or phrases) into a text column. Does anyone know of an app marketplace app that can do something like this or another creative solution?

Here’s my thought process:

  • User creates an update starting with the text [Weekly Status]
  • Automation triggered for when update occurs and date of update is in the last X number of days, copy Update into this column.
  • I would then create another automation for when date arrives (1 day after date column for weekly status due), clear text column

I understand that the copied update into the text column will lose its formatting, which I’m okay with, just trying to make this an easier text editing experience for the users putting together their updates.

Thanks,
Bill

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You can do it with AI. Have a text column with AI turned on, tell it to look for the most recent update that starts with ‘Weekly Status’ and extract the rest of the text.

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3

That sounds great. Unfortunately, our internal AI governance team hasn’t cleared the use for the Monday.com AI yet so it is still disabled in our account. Are there any other ways without AI?

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Which Product(s) do you have ie Work Management, CRM etc?

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Workload management

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I was going to recommend emails & activities but that’s only on CRM. What about having them fill out a form instead?

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You could just have a long text column for that purpose, that the user updates with their status update text. You could make a simple automation where if [that column] changes, post an update with [that column text] so it is recorded in the feed, and if you want the column cleared for the next week, you could make another simple one to Every [time period] clear [that column]. I hope this helps